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Journey Retirement Planning & Investment Management’s iShares Currency Hedged MSCI ACWI ex US ETF HAWX Stock Holding History

Journey Retirement Planning & Investment Management’s Portfolio HAWX Stock Details HAWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$563K Buy
12,106
+556
+5% +$24.7K 0.44% 73
2026
Q1 		$472K Sell
11,550
-2,410
-17% -$100K 0.42% 84
2025
Q4 		$551K Buy
+13,960
New +$546K 0.11% 143

Other funds holding HAWX

CAG
Carroll Advisory Group Texarkana, Texas $305M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Journey Retirement Planning & Investment Management's HAWX Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management increased its iShares Currency Hedged MSCI ACWI ex US ETF (HAWX) stake by 4.8% in Q2 2026, buying an estimated $24.7K and bringing the position to 12,106 shares worth $563K. The position accounts for 0.44% of the portfolio, ranked #73.

Journey Retirement Planning & Investment Management first reported a position in HAWX in Q4 2025 and has held it in 3 quarters since. 26 funds tracked by Wall St. Rank hold HAWX as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 12,106 shares of iShares Currency Hedged MSCI ACWI ex US ETF worth $563K as of Q2 2026.
  • Journey Retirement Planning & Investment Management bought 556 iShares Currency Hedged MSCI ACWI ex US ETF shares in Q2 2026, an estimated $24.7K.
  • iShares Currency Hedged MSCI ACWI ex US ETF made up 0.44% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #73 holding.
  • Journey Retirement Planning & Investment Management first reported a position in iShares Currency Hedged MSCI ACWI ex US ETF in Q4 2025 and has held it in 3 quarters since.
  • 26 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI ACWI ex US ETF as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.